Paraplanning: Cost Centre or ‘Value for Money?’

  A recent article in the FTAdviser suggests that many advisers ‘want paraplanners but can’t afford one.’  That is true of any valuable service. For instance majority of UK population need, may be even want a financial planner but most can’t afford one. However, this highlights a certain kind of thinking; viewing paraplanners as a cost centre within a […]

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Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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